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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,293 | $162,967+38.9% | $135,792+66.6% | $138,895+62.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.55% | 30.08%-18.5pp | 25.96%-14.4pp | 145.39%-133.8pp |
| Employer contribution / active EE | $16,586 | $4,211+293.9% | $3,496+374.5% | $4,194+295.4% |
| Participant deferral / active EE | $16,586 | $5,640+194.1% | $4,759+248.5% | $6,396+159.3% |
| Admin fee / account holder | $1,900 | $15,306-87.6% | $12,266-84.5% | $12,562-84.9% |